What Francois Rochon Bought in Q2 2024
Giverny Capital · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$2.37B
Total Value
50
Holdings
0
New Buys
5
Reduced
In Q2 2024, Francois Rochon reported 50 long equity positions worth $2.37B in their Giverny Capital 13F filing and 34 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 484470 | $197.1M | 8.33% | +0.9% |
| 2 | AME | AMETEK INC | 936696 | $156.2M | 6.60% | +0.9% |
| 3 | META | META PLATFORMS INC | 297713 | $150.1M | 6.34% | +0.6% |
| 4 | HEI-A | HEICO CORP NEW | 723697 | $128.5M | 5.43% | +0.7% |
| 5 | GOOG | ALPHABET INC C | 647436 | $118.8M | 5.02% | +0.3% |
| 6 | KMX | CARMAX INC | 1594948 | $117.0M | 4.94% | +0.8% |
| 7 | PGR | PROGRESSIVE CORP | 534821 | $111.1M | 4.69% | +0.8% |
| 8 | V | VISA INC | 386967 | $101.6M | 4.29% | +1.2% |
| 9 | NVR | NVR INC | 13179 | $100.0M | 4.23% | +0.3% |
| 10 | IBP | INSTALLED BLDG PRODS INC | 471552 | $97.0M | 4.10% | +1.0% |
| 11 | BKNG | BOOKING HOLDINGS INC. | 20003 | $79.2M | 3.35% | +77.1% |
| 12 | MEDP | MEDPACE HOLDINGS INC | 188094 | $77.5M | 3.27% | +1.5% |
| 13 | FIVE | FIVE BELOW INC | 697875 | $76.0M | 3.21% | +4.6% |
| 14 | FISV | FISERV INC | 484933 | $72.3M | 3.05% | +1.0% |
| 15 | KEYS | KEYSIGHT TECHNOLOGIES INC | 479558 | $65.6M | 2.77% | +0.3% |
| 16 | MKL | MARKEL CORP | 41471 | $65.3M | 2.76% | -48.5% |
| 17 | SCHW | SCHWAB CHARLES CORP | 869813 | $64.1M | 2.71% | +1.0% |
| 18 | GOOGL | ALPHABET INC | 310083 | $56.5M | 2.39% | +6.0% |
| 19 | SBUX | STARBUCKS CORP | 715626 | $55.7M | 2.35% | +92.6% |
| 20 | MTB | M & T BK CORP | 345262 | $52.3M | 2.21% | -2.1% |
| 21 | OZK | BANK OZK LITTLE ROCK ARK | 1194539 | $49.0M | 2.07% | +2.5% |
| 22 | ADI | ANALOG DEVICES INC | 200423 | $45.7M | 1.93% | +3.6% |
| 23 | EW | EDWARDS LIFESCIENCES CORP | 446016 | $41.2M | 1.74% | +0.1% |
| 24 | BAC | BANK AMERICA CORP | 986115 | $39.2M | 1.66% | -0.1% |
| 25 | LULU | LULULEMON ATHLETICA INC | 130113 | $38.9M | 1.64% | +0.7% |
| 26 | ANET | ARISTA NETWORKS INC | 97619 | $34.2M | 1.45% | +2.1% |
| 27 | FBIN | FORTUNE BRANDS HOME & SEC IN | 445631 | $28.9M | 1.22% | -1.6% |
| 28 | FND | FLOOR & DECOR HLDGS INC | 276298 | $27.5M | 1.16% | +1.4% |
| 29 | DIS | DISNEY WALT CO | 233262 | $23.2M | 0.98% | +0.2% |
| 30 | LFUS | LITTELFUSE INC | 78692 | $20.1M | 0.85% | +0.9% |
| 31 | CACC | CREDIT ACCEP CORP MICH | 25107 | $12.9M | 0.55% | +3.9% |
| 32 | KNSL | KINSALE CAPITAL GROUP IN | 32744 | $12.6M | 0.53% | +85.9% |
| 33 | MA | MASTERCARD INCORPORATED | 23524 | $10.4M | 0.44% | +3.1% |
| 34 | JPM | JPMORGAN CHASE & CO | 40226 | $8.1M | 0.34% | +2.6% |
| 35 | ALGN | ALIGN TECHNOLOGY INC | 29991 | $7.2M | 0.31% | +3.9% |
| 36 | FERG | FERGUSON PLC NEW F | 29765 | $5.8M | 0.24% | +3.0% |
| 37 | BRK.A | Berkshire Hathaway Inc. Class A | 7 | $4.3M | 0.18% | — |
| 38 | SPY | SPDR S&P 500 ETF | 4752 | $2.6M | 0.11% | — |
| 39 | AAPL | APPLE INC | 10027 | $2.1M | 0.09% | — |
| 40 | NVO | NOVO-NORDISK A S | 12400 | $1.8M | 0.07% | — |
| 41 | CPRT | COPART INC | 27484 | $1.5M | 0.06% | — |
| 42 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8163 | $1.4M | 0.06% | -0.4% |
| 43 | ITB | ISHARES TR | 12562 | $1.3M | 0.05% | +10.7% |
| 44 | ABNB | AIRBNB INC CL-A | 7055 | $1.1M | 0.05% | — |
| 45 | GLD | SPDR Gold Shares | 4206 | $904K | 0.04% | — |
| 46 | ODFL | OLD DOMINION FREIGHT LINE IN | 4724 | $834K | 0.04% | +100.0% |
| 47 | DFH | DREAM FINDERS HOMES | 32202 | $831K | 0.04% | — |
| 48 | SLV | SPDR Silver Shares | 23000 | $611K | 0.03% | — |
| 49 | SITE | SITEONE LANDSCAPE SUPPLY INC | 3753 | $456K | 0.02% | — |
| 50 | GBTC | GRAYSCALE BITCOIN TR BTC | 7442 | $396K | 0.02% | — |